LedgerMatch
Bank Reconciliation for Marketing Agencies in Lexington, KY
A practical CSV-based bank-to-ledger workflow for marketing agencies bookkeepers serving businesses in Lexington.
Bookkeeping context in Lexington
Lexington's horse industry, healthcare, and University of Kentucky create a diverse bookkeeping market with equine business accounting being a specialty unique to central Kentucky. Chase and Truist (formerly BB&T) are the dominant commercial banks in Lexington. LedgerMatch handles both CSV formats and reconciles Lexington business accounts against QuickBooks or Xero in under 10 minutes.
Marketing Agencies reconciliation workflow
Marketing agencies operate with two types of revenue — monthly retainer income from clients and project-based billing for campaigns — alongside media pass-through costs that flow from client accounts through the agency to ad platforms like Google, Meta, and LinkedIn. LedgerMatch matches every retainer deposit, media cost payment, and contractor payment against your QuickBooks or Xero ledger in under 10 minutes.
Local and industry considerations
- Kentucky has a flat 5% corporate income tax. Lexington businesses also pay the city's net profits license fee — accurate monthly reconciliation supports both filings.
- Retainer payments, project invoices, and ad spend pass-throughs often arrive in the same month for different clients — accurate bank reconciliation is the only reliable way to confirm which invoices have cleared and track true agency cash flow.
Common banks and accounting tools
- Chase
- Truist Bank
- PNC Bank
- Chase
- Mercury
- Bank of America
- QuickBooks Online
- Xero
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